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<h1>Saving reports</h1>
<p>You can make changes to reports and save them for easy access at a later 
 date.</p>
<p>For steps to save a document, see 
<a HREF="Saving_documents.htm">Saving 
 documents</a>.</p>
<h2>Prerequisite</h2>
<ul type="disc" class="whs1">
	
<li class=p><p>You must have the necessary privileges to save a report. 
 </p></li>
</ul>
<h2>To save a report </h2>
<ol type="1" class="whs2">
	
<li class=p><p>Open a report that you want to save, and then click 
 the <span style="font-weight: bold;"><B>Save As</B></span> icon <img src="images/save2.gif" x-maintain-ratio="TRUE" width="16px" height="16px" border="0" class="img_whs3">. 
 The Save As dialog opens with the original report name as the default 
 in the <span style="font-weight: bold;"><B>Name</B></span> field. </p></li>
</ol>
<p class="whs4"><span style="font-weight: bold;"><B>Note</B></span>: 
 If you click <span style="font-weight: bold;"><B>OK</B></span> and choose to 
 save the report with the same name as the original report name, the Confirm 
 Overwrite dialog box opens. Click <span style="font-weight: bold;"><B>Yes</B></span> 
 to replace the existing report.</p>
<ol start="2" type="1" class="whs2">
	
<li class=p><p>From the <span style="font-weight: bold;"><B>Save in</B></span> 
 drop-down list, choose <span style="font-weight: bold;"><B>Shared Reports</B></span> 
 or <span style="font-weight: bold;"><B>My Reports</B></span>, and browse to the 
 folder in which you want to save the report.<span style="margin-left: 80px;"> 
 </span></p></li>
</ol>
<ul start="3" type="1" class="whs5">
	<ul type="square" class="whs6">
		
<li style="list-style: disc;" type=disc class=p><p class="whs7">To 
 create a new folder in which to save the report, click the <span style="font-weight: bold;"><B>Create 
 New Folder</B></span> icon <img src="images/createfolder.gif" x-maintain-ratio="TRUE" width="18px" height="16px" border="0" class="img_whs8">. The Create Folder dialog box is displayed. (If DHTML 
 is disabled, the Create New Folder dialog box is already displayed at 
 the bottom.) To create a new folder:</p></li>
	</ul>
	<ol>
<li style="list-style: lower-alpha;" type=a class=p><p class="whs4">In 
 the <span style="font-weight: bold;"><B>Name </B></span>field, enter a name for 
 the folder. You cannot create a folder with the same name as an existing 
 folder.</p></li>
		
<li style="list-style: lower-alpha;" type=a class=p><p class="whs4">In 
 the <span style="font-weight: bold;"><B>Description</B></span> field, enter a 
 description for your folder.</p></li>
		
<li style="list-style: lower-alpha;" type=a class=p><p class="whs4">Click 
 <span style="font-weight: bold;"><B>Create Folder</B></span>.</p></li>
	</ol>
</ul>
<ol start="3" type="1" class="whs2">
	
<li class=p><p><span style="font-weight: bold;"><B>To save a prompted 
 report</B></span>:</p></li>
</ol>
<p class="whs4">If you are saving a prompted report and want 
 the report to remain prompted the next time you run it, select the <span 
 style="font-weight: bold;"><B>Keep report prompted</B></span> check box. To access 
 additional prompt options, select<span style="font-weight: bold;"><B> Advanced 
 Options</B></span> and choose one of the following options:</p>
<p class="whs4">(If DHTML is disabled, the Advanced Options 
 dialog box is already displayed.)</p>
<ul type="disc" class="whs1">
	<ul type="disc" class="whs1">
		
<li class=p><p><span style="font-weight: bold;"><B>Save report as 
 static</B></span><span>: T</span>he report is saved with the current prompt 
 answers. When you run the saved report again, you will not be prompted.</p></li>
		
<li class=p><p><span style="font-weight: bold;"><B>Save report as 
 prompted</B></span>: The report is saved with active prompts. You can save 
 all prompts as active, or you can designate a subset of prompts to be 
 active, and other prompts to be static. These options are described below:</p></li>
		<ul type="square" class="whs6">
			
<li class=p><p><span style="font-weight: bold;"><B>Only filter 
 will be prompted</B></span>: This means that all object prompt and level prompt 
 answers are saved, so you will only be re-prompted with attribute element 
 prompts, value prompts, hierarchy prompts, attribute prompts, and metric 
 qualification prompts when you run the saved report again. If the report 
 does not contain these types of prompts, this option is not enabled.</p></li>
			
<li class=p><p><span style="font-weight: bold;"><B>Only template 
 will be prompted</B></span>: This means that all prompt answers are saved 
 except for object prompts (which ask you to choose items from a list) 
 and level prompts (which ask you to choose a level at which a metric is 
 calculated). When you run the saved report again, you are prompted only 
 with object prompts and level prompts. If the report does not contain 
 object prompts or level prompts, this option is not enabled.</p></li>
			
<li class=p><p><span style="font-weight: bold;"><B>Filter and 
 template will be prompted</B></span>: The report is saved with all prompts 
 active. When you run the saved report again, you are prompted with all 
 prompt types.</p></li>
			
<li class=p><p>To save your most recent prompt answers as the 
 default prompt answers the next time you run the report, select the <span 
 style="font-weight: bold;"><B>Set the current prompt answers to be the default 
 prompt answers</B></span> check box.</p></li>
			
<li class=p><p>To save any changes you make to the report filter, 
 select the <span style="font-weight: bold;"><B>Keep filter modifications 
 (unanswered filter prompts will be lost)</B></span> check box.</p></li>
		</ul>
	</ul>
</ul>
<p>&nbsp;</p>
<ol start="4" type="1" class="whs2">
	
<li class=p><p class="whs7"><span style="font-weight: bold;"><B>To 
 save the report as a filter or template</B></span>:</p></li>
</ol>
<p class="whs4">You can save a report as a filter or template. 
 </p>
<ul>
<li style="list-style: disc;" type=disc class=p><p class="whs4">Saving 
 a report as a filter allows you to use the saved report to filter a different 
 report. For example, if you have a report that returns basic data such 
 as revenue for the year 2008, you can save the report as a filter and 
 then use the new filter on other reports; in this example, the filter 
 would restrict data on other reports to revenue in the year 2008. </p></li>
	
<li style="list-style: disc;" type=disc class=p><p class="whs4">Saving 
 the report as a template allows you to use the saved report as a base 
 on which to build other reports. For example, if you have a report that 
 returns basic data such as countries and revenue, you can save the report 
 as a template on which you build several other reports, all of which contain 
 country and revenue data but also contain additional data as appropriate 
 for each report.</p></li>
</ul>
<p class="whs4">To save the report as a filter, click the 
 <span style="font-weight: bold;"><B>Filter</B></span> tab:</p>
<p class="whs9">Select the<span style="font-weight: bold;"><B> 
 Keep filter prompted</B></span> check box if you want the report-as-filter 
 to remain prompted when a report it is added to is run. To access additional 
 prompt options, select <span style="font-weight: bold;"><B>Advanced Options</B></span> 
 and choose one of the following:</p>
<ol start="5" type="1" class="whs2">
	<ul type="disc" class="whs1">
		<ul type="square" class="whs6">
			
<li class=p><p><span style="font-weight: bold;"><B>Save filter 
 as static</B></span><span>: </span>The report-as-filter is not prompted when 
 a report it is added to is run. </p></li>
			
<li class=p><p><span style="font-weight: bold;"><B>Save filter 
 as prompted</B></span>: The report-as-filter is prompted when a report it 
 is added to is run.</p></li>
			
<li class=p><p>To save any changes you make to the filter, 
 select the <span style="font-weight: bold;"><B>Keep filter modifications 
 (unanswered filter prompts will be lost)</B></span> check box.</p></li>
		</ul>
	</ul>
</ol>
<p class="whs4">To save the report as a template,<span style="font-style: italic;"> 
 <I></I></span>click<span style="font-style: italic;"> <I></I></span>the <span style="font-weight: bold;"><B>Template</B></span> 
 tab:</p>
<p class="whs9">Select the <span style="font-weight: bold;"><B>Keep 
 template prompted</B></span> check box if you want the report-as-template 
 to remain prompted when a report that is based on it is run. To access 
 additional prompt options, select &nbsp;<span style="font-weight: bold;"><B>Advanced 
 Options</B></span> and choose one of the following:</p>
<ol><ul type="square" class="whs6">
		<ul type="square" class="whs6">
			
<li class=p><p><span style="font-weight: bold;"><B>Save template 
 as static</B></span>: The report-as-template is not prompted when a report 
 that is based on it is run. </p></li>
			
<li class=p><p><span style="font-weight: bold;"><B>Save template 
 as prompted</B></span>: The report-as-template is prompted when a report that 
 is based on it is run.<br>
&nbsp;</p></li>
		</ul>
	</ul>
</ol>
<ol start="5" type="1" class="whs2">
	
<li class=p><p>Click <span style="font-weight: bold;"><B>OK</B></span> to 
 save the report. If a report with the same name already exists in the 
 folder, a Confirm Overwrite message appears. Click <span style="font-weight: bold;"><B>Yes</B></span> 
 if you want to replace the existing report.</p></li>
</ol>
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